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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,743 | $81,504-66.0% | $102,437-72.9% | $80,959-65.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 11.70% | 25.60%-13.9pp | 24.95%-13.3pp | 35.67%-24.0pp |
| Employer contribution / active EE | $6,523 | $3,104+110.2% | $3,871+68.5% | $2,757+136.6% |
| Participant deferral / active EE | $531 | $3,871-86.3% | $5,060-89.5% | $4,300-87.6% |
| Admin fee / account holder | $983 | $6,719-85.4% | $8,388-88.3% | $6,925-85.8% |